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Replying to:
Charies_M
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I appreciate you for coming back, RefundMe.

 

You can simply click the downloaded transaction from your Banking page to categorize the items. I'll walk you through the steps below:

  1. Go to the Banking menu.
  2. Under the For Review tab, click the downloaded transaction.
  3. Choose a Category for Refunds.
  4. Click Add.

However, I'd suggest consulting an accountant to make sure you're using the correct category.

 

For more information about adding and matching bank transactions in QBO, check out this article: Add and Match Downloaded Banking Transactions.

 

Feel free to reach back to me if there's anything else you need to know about QuickBooks. Have a wonderful day ahead!

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